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阿卡迈（AKAM）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
阿卡迈的季度营收约是Rollins, Inc.的1.2倍（$1.1B vs $906.4M），Rollins, Inc.净利率更高（11.9% vs 7.8%，领先4.1%），Rollins, Inc.同比增速更快（10.2% vs 7.4%），阿卡迈自由现金流更多（$234.9M vs $111.2M），过去两年阿卡迈的营收复合增速更高（5.3% vs 0.8%）
阿卡迈是全球领先的云服务提供商，业务覆盖美国及全球其他地区，可为客户提供内容与商业应用的安全防护、分发及性能优化服务。其云解决方案能保障基础设施、网站、应用、API及用户免受各类网络攻击，同时提升运行效率，还可针对动态网站、应用及媒体场景提供Web与移动端性能优化方案。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
AKAM vs ROL — 直观对比
营收规模更大
AKAM
是对方的1.2倍
$906.4M
营收增速更快
ROL
高出2.9%
7.4%
净利率更高
ROL
高出4.1%
7.8%
自由现金流更多
AKAM
多$123.7M
$111.2M
两年增速更快
AKAM
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $906.4M |
| 净利润 | $85.1M | $107.8M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | 16.1% |
| 净利率 | 7.8% | 11.9% |
| 营收同比 | 7.4% | 10.2% |
| 净利润同比 | -39.2% | 2.5% |
| 每股收益（稀释后） | $0.57 | $0.22 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AKAMROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $1.1B | $912.9M | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.0B | $999.5M | ||
| Q1 25 | $1.0B | $822.5M | ||
| Q4 24 | $1.0B | $832.2M | ||
| Q3 24 | $1.0B | $916.3M | ||
| Q2 24 | $979.6M | $891.9M |
净利润AKAMROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $85.1M | $116.4M | ||
| Q3 25 | $140.2M | $163.5M | ||
| Q2 25 | $103.6M | $141.5M | ||
| Q1 25 | $123.2M | $105.2M | ||
| Q4 24 | $139.9M | $105.7M | ||
| Q3 24 | $57.9M | $136.9M | ||
| Q2 24 | $131.7M | $129.4M |
毛利率AKAMROL
| Q1 26 | — | — | ||
| Q4 25 | 58.7% | — | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 59.1% | — | ||
| Q1 25 | 58.7% | — | ||
| Q4 24 | 59.4% | — | ||
| Q3 24 | 59.3% | — | ||
| Q2 24 | 58.9% | — |
营业利润率AKAMROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 8.7% | 17.5% | ||
| Q3 25 | 15.7% | 21.9% | ||
| Q2 25 | 14.5% | 19.8% | ||
| Q1 25 | 15.2% | 17.3% | ||
| Q4 24 | 14.5% | 18.1% | ||
| Q3 24 | 7.0% | 20.9% | ||
| Q2 24 | 15.1% | 20.4% |
净利率AKAMROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 7.8% | 12.8% | ||
| Q3 25 | 13.3% | 15.9% | ||
| Q2 25 | 9.9% | 14.2% | ||
| Q1 25 | 12.1% | 12.8% | ||
| Q4 24 | 13.7% | 12.7% | ||
| Q3 24 | 5.8% | 14.9% | ||
| Q2 24 | 13.4% | 14.5% |
每股收益（稀释后）AKAMROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $0.57 | $0.24 | ||
| Q3 25 | $0.97 | $0.34 | ||
| Q2 25 | $0.71 | $0.29 | ||
| Q1 25 | $0.82 | $0.22 | ||
| Q4 24 | $0.92 | $0.22 | ||
| Q3 24 | $0.38 | $0.28 | ||
| Q2 24 | $0.86 | $0.27 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.2B | $116.5M |
| 总债务越低越好 | — | $650.6M |
| 股东权益账面价值 | $5.0B | $1.4B |
| 总资产 | $11.5B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资AKAMROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | $1.2B | $100.0M | ||
| Q3 25 | $1.1B | $127.4M | ||
| Q2 25 | $966.6M | $123.0M | ||
| Q1 25 | $1.3B | $201.2M | ||
| Q4 24 | $1.6B | $89.6M | ||
| Q3 24 | $1.7B | $95.3M | ||
| Q2 24 | $1.6B | $106.7M |
总债务AKAMROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AKAMROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $5.0B | $1.4B | ||
| Q3 25 | $4.7B | $1.5B | ||
| Q2 25 | $4.5B | $1.4B | ||
| Q1 25 | $4.6B | $1.4B | ||
| Q4 24 | $4.9B | $1.3B | ||
| Q3 24 | $4.8B | $1.3B | ||
| Q2 24 | $4.8B | $1.2B |
总资产AKAMROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $11.5B | $3.1B | ||
| Q3 25 | $10.8B | $3.2B | ||
| Q2 25 | $10.5B | $3.2B | ||
| Q1 25 | $10.0B | $2.9B | ||
| Q4 24 | $10.4B | $2.8B | ||
| Q3 24 | $10.2B | $2.8B | ||
| Q2 24 | $10.1B | $2.8B |
负债/权益比AKAMROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $366.6M | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $111.2M |
| 自由现金流率自由现金流/营收 | 21.5% | 12.3% |
| 资本支出强度资本支出/营收 | 12.0% | 0.8% |
| 现金转化率经营现金流/净利润 | 4.31× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $621.1M |
8季度趋势，按日历期对齐
经营现金流AKAMROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $366.6M | $164.7M | ||
| Q3 25 | $441.8M | $191.3M | ||
| Q2 25 | $459.1M | $175.1M | ||
| Q1 25 | $251.2M | $146.9M | ||
| Q4 24 | $343.8M | $188.2M | ||
| Q3 24 | $392.5M | $146.9M | ||
| Q2 24 | $431.0M | $145.1M |
自由现金流AKAMROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $234.9M | $159.0M | ||
| Q3 25 | $329.1M | $182.8M | ||
| Q2 25 | $313.6M | $168.0M | ||
| Q1 25 | $133.4M | $140.1M | ||
| Q4 24 | $250.9M | $184.0M | ||
| Q3 24 | $279.7M | $139.4M | ||
| Q2 24 | $340.0M | $136.4M |
自由现金流率AKAMROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 21.5% | 17.4% | ||
| Q3 25 | 31.2% | 17.8% | ||
| Q2 25 | 30.1% | 16.8% | ||
| Q1 25 | 13.1% | 17.0% | ||
| Q4 24 | 24.6% | 22.1% | ||
| Q3 24 | 27.8% | 15.2% | ||
| Q2 24 | 34.7% | 15.3% |
资本支出强度AKAMROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 12.0% | 0.6% | ||
| Q3 25 | 10.7% | 0.8% | ||
| Q2 25 | 13.9% | 0.7% | ||
| Q1 25 | 11.6% | 0.8% | ||
| Q4 24 | 9.1% | 0.5% | ||
| Q3 24 | 11.2% | 0.8% | ||
| Q2 24 | 9.3% | 1.0% |
现金转化率AKAMROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 4.31× | 1.41× | ||
| Q3 25 | 3.15× | 1.17× | ||
| Q2 25 | 4.43× | 1.24× | ||
| Q1 25 | 2.04× | 1.40× | ||
| Q4 24 | 2.46× | 1.78× | ||
| Q3 24 | 6.78× | 1.07× | ||
| Q2 24 | 3.27× | 1.12× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AKAM
| Security | $592.4M | 54% |
| Delivery | $311.1M | 28% |
| Cloud Computing | $191.4M | 17% |
ROL
暂无分部数据
